Cities Digital, Inc.

Press Releases

2.0 Release of Salesforce Integration for Laserfiche® Announced

Innovation by Cities Digital, Inc. powers Salesforce CRM link with Laserfiche®

June, 2012.

Cities Digital, Inc., international provider of enterprise level document management solutions and integrations, and award winning reseller of Laserfiche ECM, announces the recent release of its new integration for Salesforce, the popular customer relationship management software.

“With this release, Cities Digital revs up the power of Salesforce for Laserfiche users, by improving performance and increasing customization,” says Patrick Welsch, president of Cities Digital, Inc. “We expect this new release of our integration to be a highly desired integration for clients who use both Laserfiche and Salesforce.”

This latest release brings Salesforce CRM information together with Laserfiche document management. Users can work with documentation pertaining to their accounts, contacts, and opportunities directly from their Salesforce interface, plus they now have the ability to create folders for new contacts from Salesforce, as well. This integration gives users the ability to utilize both Web Access for full Laserfiche functionality, or WebLink for a read-only view of documentation.

The new 2.0 configuration allows for both the use of tokens to build dynamic Laserfiche folder paths for contact documentation, and for the application of Laserfiche Template Field information. Users can upload a briefcase per Salesforce entity to keep consistent folder structures, and choose between Laserfiche Web Access or WebLink for viewing the client documentation in the Salesforce interface.

To learn more about this newest integration release for Salesforce, contact Patrick Welsch at 855-714-2800. For more detailed news information about Cities Digital, please contact Beth Hansen, Aldebaran Marketing and Creative, 612-387-9168.To learn more about Cities Digital solutions, and how its consulting experts are revolutionizing the document management environment, go to www.citiesdigital.com, or call
651-714-2800.

About Cities Digital, Inc. Cities Digital began as a company solely providing custom imaging services to businesses. Shortly thereafter, Cities Digital became an authorized Laserfiche solutions provider and one of the 10 largest resellers in the country, and in 2008, the largest Laserfiche VAR in the Midwest. Cities Digital focuses on providing excellent Laserfiche solutions and support, and has multiple dedicated Laserfiche technicians on staff. Cities Digital is a privately held corporation that began in Woodbury, Minnesota. Today it is conveniently located across the St. Croix River in Hudson, Wisconsin.

About Laserfiche. Laserfiche® creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management.Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from VAR Business magazine.

About Salesforce®. Salesforce.com is the enterprise cloud computing company that is leading the shift to the social enterprise. Its trusted cloud platform and apps—including the flagship CRM solution—help employees collaborate easily and connect with customers like never before.

 

SmartOffice CRM Can Now Run on Laserfiche®.

March, 2012.

Cities Digital, Inc., international provider of enterprise level document management solutions, announces the release of its integration for SmartOffice CRM Document Imaging with Laserfiche, the renowned content management solution.

The SmartOffice Integration allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Users can configure the integration to use Web Link or Web Access for document viewing. Features like document access from the SmartOffice CRM interface, and dynamic creation of client folders within Laserfiche are just a few of the valuable capabilities of this integration by Cities Digital. Other administrative features complete the options integration users will experience.

“SmartOffice Integration allows users to easily work with client documentation. Users can access Laserfiche documentation using the SmartOffice integration menu option,” says Patrick Welsch, President of Cities Digital, Inc. “With this integration, Laserfiche becomes that much more valuable and functional to financial advisors, brokerages and insurers. We think this business segment will really appreciate this integration, as it makes both applications more robust.”

SmartOffice by Ebix® is in use by many of the top 20 Fortune 500® Life companies and more than 100,000 asset managers, RIAs and financial advisors worldwide. SmartOffice solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.

In use by industry leaders for more than two decades, SmartOffice solutions for CRM, practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues.

For more detailed news information about Cities Digital, please contact Beth Hansen, Aldebaran Marketing and Creative, 612-387-9168.To learn more about Cities Digital solutions, and how its consulting experts are revolutionizing the document management environment, go to www.citiesdigital.com, or call 651-714-2800.

About Cities Digital, Inc. Cities Digital began as a company solely providing custom imaging services to businesses. Shortly thereafter, Cities Digital became an authorized Laserfiche® solutions provider and one of the 10 largest resellers in the country, and in 2008, the largest Laserfiche® VAR in the Midwest. Cities Digital focuses on providing excellent Laserfiche® solutions and support, and has multiple dedicated Laserfiche® technicians on staff. Cities Digital is a privately held corporation that began in Woodbury, Minnesota. Today it is conveniently located across the St. Croix River in Hudson, Wisconsin.

About SmartOffice: Used by more than 120,000 advisors, SmartOffice is the most popular CRM in financial services. SmartOffice is industry-specific, customizable, and offers over 200 integrations with advisor applications, productivity tools, insurance carriers, investment clearing platforms and custodians.  SmartOffice is web-based and includes powerful modules for investment performance reporting, asset allocation, insurance agency management, compliance, workflow, recruiting and marketing. Powerful solutions combined with deep integrations make SmartOffice the #1 choice for RIAs, Broker Dealers, Recruiters, MGAs, BGAs, Wholesalers, Asset Managers, and especially, large multi-disciplinary Wealth management businesses.

About Laserfiche.  Laserfiche® creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche® software to streamline document, records and business process management. Laserfiche® distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche® VAR program has received the Five-Star Rating from VAR Business magazine.

 

Finance Logix Has a New Champion in Cities Digital, Inc.

January 2, 2012.
Cities Digital, Inc., international provider of enterprise level document management solutions, and award winning reseller of Laserfiche
® ECM, has just recently been named an authorized reseller of Finance Logix solutions for financial advisors.


"Cities Digital is very excited to announce the offering of Finance Logix directly to our financial planning customers," says Patrick Welsch, President of Cities Digital, Inc. "Coupling Finance Logix and Laserfiche
® provides advisors cutting edge document management & retirement planning tools."


Finance Logix, based in Seattle, Washington, and Tucson, Arizona, has been a leader in providing financial planning software to the financial services industry for more than 13 years. "At the heart of the Finance Logix platform is our commitment to helping advisors be more efficient and profitable by providing easy-to-use, scalable, customizable and client-friendly technology," explains Oleg Tishkevich, founder and CEO of Finance Logix.

To meet this new reality, Finance Logix has created an innovative, end-to-end platform that includes all of these aspects, focused on delivering financial planning analyses through highly visual, compelling graphics. These results are interactive and can model new assumptions instantaneously, simply by moving a slider to quickly recalculate scenarios and re-draw the pictures of the client's situation.

To get a closer look at better planning tools for advisors, contact Patrick Welsch at 855-714-2800. For more detailed news information about Cities Digital, please contact Beth Hansen, Aldebaran Marketing and Creative, 612-387-9168.To learn more about Cities Digital solutions, and how its consulting experts are revolutionizing the document management environment, go to www.citiesdigital.com, or call 651-714-2800.

About Cities Digital, Inc. Cities Digital began as a company solely providing custom imaging services to businesses. Shortly thereafter, Cities Digital became an authorized Laserfiche solutions provider and one of the 10 largest resellers in the country, and in 2008, the largest Laserfiche VAR in the Midwest. Cities Digital focuses on providing excellent Laserfiche solutions and support, and has multiple dedicated Laserfiche technicians on staff. Cities Digital is a privately held corporation that began in Woodbury, Minnesota. Today it is conveniently located across the St. Croix River in Hudson, Wisconsin.

About Finance Logix. Finance Logix is an innovative technology firm that provides customized end-to-end financial planning and client management solutions for leading financial services institutions and independent advisors. Since 1998, Finance Logix has created financial planning technology with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, and achievable plan of action. Finance Logix is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice. www.financelogix.com

About Laserfiche . Laserfiche creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide--including federal, state and local government agencies and Fortune 1000 companies--have used Laserfiche software to streamline document, records and business process management. Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients' individual needs. The Laserfiche VAR program has received the Five-Star Rating from VAR Business magazine.

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    • Telephone: (855) 714-2800
    • Fax: (866) 592-7343
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    • Email: sales@citiesdigital.com
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